Girard Partners’s iShares US Financial Services ETF IYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-6,192
Closed -$231K 237
2018
Q4
$231K Buy
6,192
+4,482
+262% +$167K 0.05% 215
2018
Q3
$75K Buy
+1,710
New +$75K 0.01% 389